The Market Is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

The AI Capex Warning: Alphabet Sets A Tense Stage For Amazon, Microsoft, And Meta

All eyes turn to big tech names this week: Apple, Amazon, Meta and Microsoft

Will AI spending sink the S&P 500? Microsoft, Meta and Amazon earnings hold the answer

Microsoft, Meta and Amazon earnings could test the S&P 500 as investors watch AI spending, capex guidance and fears of slowing returns.

Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.

Meta, Microsoft and Amazon Test Limits of Investor Appetite for AI Spending

19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition. Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company’s shares fell more than 7%: Investors, racked by anxiety over the company’s mass…

Meta, Microsoft earnings loom as AI-related bond cracks emerge

Investor caution in AI-related bonds could pressure Big Tech's spending, impacting the broader tech supply chain and market sentiment. The post Meta, Microsoft earnings loom as AI-related bond cracks emerge appeared first on Crypto Briefing.